Purchases and Sales Made in Q1 2024 in State Street Corp (STT)
This table provides information about the institutional ownership of State Street Corp (STT) during Q1 2024. The information is specifically focused on institutions that hold shares of STATE STREET CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12+ 0.17% |
$853 - $941
|
6.93K
$621K
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
12+ 0.4% |
$853 - $941
|
2.99K
$268K
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
12+ 1.12% |
$853 - $941
|
1.08K
$96.6K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
9+ 0.51% |
$640 - $706
|
1.78K
$159K
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9+ 8.04% |
$640 - $706
|
121
$10.8K
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
8+ 0.56% |
$569 - $627
|
1.43K
$128K
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8+ 40.0% |
$569 - $627
|
28
$2.51K
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
8New |
$569 - $627
|
8
$716
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8+ 15.38% |
$569 - $627
|
60
$5.37K
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
7+ 0.04% |
$498 - $549
|
17.8K
$1.6M
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
7+ 1.97% |
$498 - $549
|
362
$32.4K
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
7+ 28.0% |
$498 - $549
|
32
$2.86K
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
6+ 0.08% |
$427 - $471
|
7.23K
$647K
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
6+ 0.19% |
$427 - $471
|
3.24K
$290K
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
5New |
$356 - $392
|
5
$448
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5New |
$356 - $392
|
5
$448
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 0.45% |
$356 - $392
|
1.13K
$101K
|
|
May 02, 2024
Q1 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
4+ 0.07% |
$284 - $314
|
5.57K
$499K
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3+ 0.29% |
$213 - $235
|
1.02K
$91.6K
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
2+ 0.03% |
$142 - $157
|
5.98K
$536K
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
2+ 0.09% |
$142 - $157
|
2.12K
$190K
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2+ 0.07% |
$142 - $157
|
2.89K
$259K
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
2+ 0.68% |
$142 - $157
|
297
$26.6K
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.63% |
$71.1 - $78.4
|
161
$14.4K
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$71.1 - $78.4
|
6.36K
$569K
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1+ 1.25% |
$71.1 - $78.4
|
81
$7.25K
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.16% |
$71.1 - $78.4
|
632
$56.6K
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$71.1 - $78.4
|
1
$89.5
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 4.0% |
$71.1 - $78.4
|
26
$2.33K
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.16% |
$71.1 - $78.4
|
631
$56.5K
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-1- 0.02% |
$71.1 - $78.4
|
6K
$537K
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-2- 1.74% |
$142 - $157
|
113
$10.1K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2- 15.38% |
$142 - $157
|
11
$985
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-3- 0.76% |
$213 - $235
|
390
$34.9K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-3- 2.17% |
$213 - $235
|
135
$12.1K
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3- 0.02% |
$213 - $235
|
17.9K
$1.6M
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
SELL
|
- |
-6- 0.01% |
$427 - $471
|
41.4K
$3.71M
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-7- 6.31% |
$498 - $549
|
104
$9.31K
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-8- 0.07% |
$569 - $627
|
11.2K
$1M
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10- 20.0% |
$711 - $784
|
40
$3.58K
|
|
May 15, 2024
Q1 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-10- 0.67% |
$711 - $784
|
1.49K
$133K
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-10- 0.46% |
$711 - $784
|
2.19K
$196K
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-13- 0.31% |
$924 - $1.02K
|
4.12K
$369K
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-13- 0.1% |
$924 - $1.02K
|
13.6K
$1.22M
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-15- 10.0% |
$1.07K - $1.18K
|
135
$12.1K
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-15- 1.39% |
$1.07K - $1.18K
|
1.07K
$95.3K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-18- 0.57% |
$1.28K - $1.41K
|
3.16K
$283K
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-19- 12.67% |
$1.35K - $1.49K
|
131
$11.7K
|